SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q1 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,189
- +20 vs. Q4 2024
- Shares held
- 565.9M
- −19.1M (−3.3%) vs. Q4 2024
- Total value
- $313.6B
- −$27.9B (−8.2%) vs. Q4 2024
- New holders
- 210
- 1,616 more added
- Sold out
- 190
- 1,837 more reduced
73 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mullaney, Keating & Wright, Inc. | 1,045 | $584.7K | 0.39% | +3+0.3% | Added |
| Focused Wealth Management, Inc | 1,046 | $585.3K | 0.08% | +183+21.2% | Added |
| Hourglass Capital, LLC | 1,049 | $586.9K | 0.15% | −150−12.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $587.4K | 0.39% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 1,060 | $587.6K | 0.45% | −36−3.3% | Reduced |
| Interactive Financial Advisors | 1,050 | $587.8K | 0.31% | −23−2.1% | Reduced |
| Harrell Investment Partners, LLC | 1,051 | $587.8K | 0.17% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,051 | $587.9K | 0.29% | +348+49.5% | Added |
| Scholtz & Company, LLC | 1,053 | $589.0K | 0.29% | −228−17.8% | Reduced |
| Clark Estates Inc | 1,054 | $589.6K | 0.12% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 1,055 | $590.2K | 0.41% | +3+0.3% | Added |
| Retirement Solution Inc. | 1,057 | $591.0K | 0.17% | +76+7.7% | Added |
| KRS Capital Management, LLC | 1,057 | $591.3K | 0.47% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 1,059 | $592.2K | 0.48% | −180−14.5% | Reduced |
| Bogart Wealth, LLC | 1,060 | $592.7K | 0.03% | +35+3.4% | Added |
| Stark Wealth Management LLC | 1,063 | $594.8K | 6.13% | +1,063 | New |
| Aspire Growth Partners LLC | 1,062 | $595.9K | 0.53% | +158+17.5% | Added |
| Walker Asset Management, LLC | 1,066 | $596.3K | 0.36% | +77+7.8% | Added |
| Schaeffer Financial LLC | 1,066 | $596.3K | 0.66% | −396−27.1% | Reduced |
| Truvestments Capital LLC | 1,066 | $596.5K | 0.13% | +126+13.4% | Added |
| Concorde Asset Management, LLC | 1,084 | $597.4K | 0.32% | −13,867−92.7% | Reduced |
| Nova R Wealth, Inc. | 1,068 | $597.5K | 0.30% | +3+0.3% | Added |
| Good Steward Wealth Advisors,LLC | 1,069 | $598.0K | 0.54% | +1,069 | New |
| Jmac Enterprises LLC | 1,070 | $598.5K | 0.14% | −448−29.5% | Reduced |
| Thomasville National Bank | 1,073 | $600.2K | 0.04% | −299−21.8% | Reduced |
| Accelerate Investment Advisors LLC | 1,074 | $600.8K | 0.50% | +93+9.5% | Added |
| Arvest Investments, Inc. | 1,076 | $601.9K | 0.09% | −599−35.8% | Reduced |
| Beck Capital Management, LLC | 1,077 | $602.3K | 0.18% | −51−4.5% | Reduced |
| Lincoln Capital LLC | 1,144 | $603.1K | 0.13% | +38+3.4% | Added |
| Level Wealth Management LLC | 1,078 | $603.2K | 0.39% | +1+0.1% | Added |
| Seascape Capital Management | 1,082 | $605.0K | 0.21% | +352+48.2% | Added |
| Elite Life Management LLC | 1,082 | $605.0K | 1.89% | +29+2.8% | Added |
| Beech Hill Advisors, Inc. | 1,083 | $605.8K | 0.24% | −379−25.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,083 | $605.9K | 0.17% | −2−0.2% | Reduced |
| 25 LLC | 1,085 | $607.0K | 0.25% | +53+5.1% | Added |
| Braun-Bostich & Associates Inc. | 1,090 | $609.7K | 0.45% | +59+5.7% | Added |
| 3EDGE Asset Management, LP | 1,091 | $610.3K | 0.04% | −54−4.7% | Reduced |
| Variant Private Wealth, LLC | 1,093 | $611.1K | 0.66% | +4+0.4% | Added |
| Chico Wealth RIA | 1,094 | $612.2K | 0.53% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,095 | $612.5K | 0.24% | 00.0% | Unchanged |
| American Money Management, LLC | 1,096 | $613.1K | 0.12% | −40−3.5% | Reduced |
| Heritage Wealth Management, Inc. | 1,096 | $613.3K | 0.21% | +1+0.1% | Added |
| Baxter Bros Inc | 1,096 | $613.3K | 0.08% | +295+36.8% | Added |
| Blackston Financial Advisory Group, LLC | 1,099 | $614.5K | 0.42% | −23−2.0% | Reduced |
| Mainstay Capital Management LLC | 1,099 | $614.8K | 0.08% | +1+0.1% | Added |
| Terra Nova Asset Management LLC | 1,099 | $614.8K | 0.48% | −6−0.5% | Reduced |
| Penn Davis McFarland Inc | 1,101 | $615.7K | 0.07% | +88+8.7% | Added |
| Maryland Capital Advisors Inc. | 1,101 | $615.9K | 0.27% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,104 | $617.6K | 0.32% | +34+3.2% | Added |
| SWMG, LLC | 1,122 | $617.9K | 0.25% | +26+2.4% | Added |
| Golden State Equity Partners | 1,106 | $618.8K | 0.12% | −276−20.0% | Reduced |
| JB Capital LLC | 1,108 | $619.8K | 0.03% | +71+6.8% | Added |
| Sky-Mountain Capital Management, Inc. | 1,111 | $621.5K | 0.53% | +1,111 | New |
| Allodium Investment Consultants, LLC | 1,113 | $622.6K | 0.46% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 1,113 | $622.6K | 0.56% | −5−0.4% | Reduced |
| Concord Asset Management, LLC | 1,164 | $623.2K | 0.14% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,118 | $625.4K | 0.28% | −43−3.7% | Reduced |
| Ardent Capital Management, Inc. | 1,121 | $627.1K | 0.27% | −40−3.4% | Reduced |
| Elm3 Financial Group, LLC | 1,122 | $627.4K | 0.55% | −340−23.3% | Reduced |
| Riverview Capital Advisers, LLC | 1,123 | $628.1K | 0.20% | +1+0.1% | Added |
| Gordian Advisors LLC | 1,123 | $628.2K | 0.50% | +1,123 | New |
| BCGM Wealth Management, LLC | 1,126 | $629.9K | 0.19% | −10−0.9% | Reduced |
| AG Asset Advisory, LLC | 1,127 | $630.4K | 0.65% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,129 | $631.5K | 0.15% | −387−25.5% | Reduced |
| Gen-Wealth Partners Inc | 1,129 | $631.7K | 0.26% | +30+2.7% | Added |
| Insight Wealth Partners, LLC | 1,131 | $632.7K | 0.38% | +99+9.6% | Added |
| IVC Wealth Advisors LLC | 1,132 | $633.4K | 0.34% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,134 | $634.3K | 0.15% | −141−11.1% | Reduced |
| Harbor Group, Inc. | 1,136 | $635.7K | 0.13% | −7−0.6% | Reduced |
| Sageworth Trust Co of South Dakota | 1,139 | $637.1K | 0.77% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 1,142 | $638.8K | 0.11% | +11+1.0% | Added |
| West Wealth Group, LLC | 1,139 | $639.2K | 0.19% | +630+123.8% | Added |
| Innovative Wealth Building LLC | 1,147 | $641.7K | 0.59% | +7+0.6% | Added |
| Avaii Wealth Management, LLC | 1,148 | $642.2K | 0.34% | 00.0% | Unchanged |
| Bath Savings Trust Co | 1,149 | $642.7K | 0.07% | −94−7.6% | Reduced |
| Moller Financial Services | 1,151 | $643.9K | 0.16% | +752+188.5% | Added |
| Jamison Private Wealth Management, Inc. | 1,152 | $644.3K | 0.10% | +1+0.1% | Added |
| Allied Investment Advisors, LLC | 1,152 | $644.4K | 0.12% | +218+23.3% | Added |
| Turn8 Private Wealth Inc. | 1,154 | $645.5K | 0.50% | +1,154 | New |
| Foster Group, Inc. | 1,155 | $646.2K | 0.02% | +27+2.4% | Added |
| Sage Financial Management Group, Inc. | 1,157 | $647.0K | 0.23% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,160 | $648.9K | 0.20% | −34−2.8% | Reduced |
| WealthTrust Axiom LLC | 1,166 | $652.3K | 0.20% | −227−16.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,168 | $653.4K | 0.63% | +404+52.9% | Added |
| Pointe Capital Management LLC | 1,169 | $654.0K | 0.38% | +5+0.4% | Added |
| Certus Wealth Management, LLC | 1,124 | $655.3K | 0.44% | 00.0% | Unchanged |
| London Co of Virginia | 1,173 | $656.0K | 0.00% | −3,304−73.8% | Reduced |
| Dock Street Asset Management Inc | 1,173 | $656.2K | 0.08% | −456−28.0% | Reduced |
| IMPACTfolio, LLC | 1,175 | $657.3K | 0.35% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 1,175 | $657.3K | 0.07% | +778+196.0% | Added |
| FC Advisory LLC | 1,175 | $657.4K | 0.22% | +2+0.2% | Added |
| Rezny Wealth Management, Inc. | 1,176 | $657.8K | 0.17% | +175+17.5% | Added |
| Goepper Burkhardt LLC | 1,177 | $658.4K | 0.26% | +10+0.9% | Added |
| Sequent Planning LLC | 1,181 | $660.9K | 0.24% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,185 | $662.9K | 0.21% | +5+0.4% | Added |
| Eclectic Associates Inc | 1,187 | $663.9K | 0.18% | +135+12.8% | Added |
| OneAscent Family Office, LLC | 1,183 | $665.0K | 0.62% | +1,183 | New |
| Sabby Management, LLC | 1,190 | $665.7K | 2.80% | −2,090−63.7% | Reduced |
| Darwin Advisors, LLC | 1,136 | $666.0K | 0.22% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,324 | $667.7K | 0.15% | +86+6.9% | Added |